As part of the deal, serial entrepreneur Reed Colley will join Orion from Summit as president of its technology unit.

Summit Wealth & Retirement Planning Inc. decreased its position in NVIDIA Co. (NASDAQ:NVDA – Free Report) by 14.7% in the 3rd ...

Summit Wealth Partners LLC raised its holdings in Apple Inc. (NASDAQ:AAPL – Free Report) by 0.7% during the 3rd quarter, according to the company in its most recent disclosure with the SEC. The firm ...

Meanwhile, Gordon's integrated approach to financial planning, which combines workplace benefits ... s capabilities in this ...

In a press release Wednesday, Summit said Gordon Asset, which has offices in Durham and Pinehurst, N.C., has joined Summit’s partnership model, Summit Growth Partners. The firm manages $220 million in ...

All 12 of Summit's employees including its CEO will become Orion employees and the firm will operate as a separate entity under Orion.

Headquartered in Illinois, Midway Wealth Partners manages roughly ... as well as business transition and succession planning. Babjak said: “With Summit's extensive resources and expertise ...

On Thursday, Orion unveiled plans to acquire Summit Wealth Systems, a provider of portfolio management and client reporting ...

Wealthtech solutions provider Orion has agreed to acquire Summit Wealth Systems, a technology provider for investment advisors. Summit will operate as a brand entity within Orion. Financial ...

Summit co-founder Reed Colley, who founded Black Diamond, will lead tech at Orion, reporting to CEO Natalie Wolfsen.